See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,333 | $61,272-34.2% | $149,673-73.1% | $71,457-43.6% |
| Participation rate | 43.4% | 62.5%-19.1pp | 78.8%-35.4pp | 67.9%-24.5pp |
| Annual return | 15.99% | 35.85%-19.9pp | 134.42%-118.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,198 | $2,378-49.6% | $4,818-75.1% | $2,588-53.7% |
| Participant deferral / active EE | $1,556 | $2,917-46.6% | $5,680-72.6% | $4,289-63.7% |
| Admin fee / account holder | $151 | $1,261-88.0% | $13,210-98.9% | $1,587-90.5% |